Asset Planning Corporation’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.02M | Sell |
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|
2025
Q1 | $4.58M | Buy |
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|
2024
Q4 | $4.72M | Buy |
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|
2024
Q3 | $4.63M | Buy |
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|
2024
Q2 | $4.34M | Sell |
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|
2024
Q1 | $4.3M | Buy |
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|
2023
Q4 | $3.9M | Sell |
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|
2023
Q3 | $3.53M | Hold |
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|
2023
Q2 | $3.66M | Buy |
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|
2023
Q1 | $3.38M | Sell |
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|
2022
Q4 | $3.18M | Buy |
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|
2022
Q3 | $2.96M | Buy |
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|
2022
Q2 | $3.07M | Sell |
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|
2022
Q1 | $3.69M | Sell |
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|
2021
Q4 | $3.98M | Sell |
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|
2021
Q3 | $3.6M | Buy |
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|
2021
Q2 | $3.31M | Buy |
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|
2021
Q1 | $2.99M | Sell |
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|
2020
Q4 | $3.02M | Buy |
|